IMPACTfolio’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,749	Closed	-$248K	–	56
2023 Q4	$248K	Buy	2,749 +104	+4%	+$9.38K	0.16%	36
2023 Q3	$217K	Hold	2,645	–	–	0.16%	35
2023 Q2	$214K	Buy	+2,645	New	+$214K	0.17%	43